LifeSteps Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

LifeSteps Financial’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.55K	Buy	+600	New	+$6.7K	﹤0.01%	487

Other funds holding GOF

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's GOF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 600 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

83 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

LifeSteps Financial held 600 shares of Guggenheim Strategic Opportunities Fund worth $6.55K as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new LifeSteps Financial position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #487 holding.
83 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.